Charles Schwab Completes Acquisition of Forge Global

Charles Schwab. (2026, March 2). Charles Schwab Completes Acquisition of Forge Global. Schwab Press Room. https://pressroom.aboutschwab.com/press-releases/press-release/2026/Charles-Schwab-Completes-Acquisition-of-Forge-Global/default.aspx

• The Charles Schwab Corporation has officially completed its acquisition of Forge Global Holdings, Inc., a leading marketplace for private securities.

• The deal was announced back in November (see Schwab to Acquire Forge For $660mm, Expanding Access to Private Markets)

• This acquisition allows Schwab to offer its retail and advisor clients direct and indirect access to pre-IPO company shares.

• Forge Global will maintain its current operations and issuer relationships while work begins to integrate its infrastructure into the Schwab ecosystem.

• Schwab intends to scale Forge’s technology and data services across its platform to support wealth creation for individual investors and Registered Investment Advisors.

Knote: This announcement comes just a few days before Robinhood's pricing of their Ventures I fund (probably not a coincidence). Fidelity also announced this week that they were increasing their Alts2Wealth presence with new model portfolios and education. Taken together, it is shaping up to be a big week for Alts2Wealth.